Taking tax prep to the Cloud for firm success, profitability and a better work/life balance

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In this 2nd panel discussion as part of our Maximize Performance Webinar Series, we’ll take a look at how moving your tax preparation, compliance and workflow process to the cloud can help you strengthen firm performance across the board.

Our panel of esteemed experts will take an in-depth look at how 24/7 anytime anywhere access to client files, source documents, tax returns and other important information will allow you to provide better service to clients who are expecting real time answers and a fast turnaround to their many requests. We’ll also discuss how to implement and take advantage of...

· Data analytics that help you identify new revenue generating activities that will help increase your bottom line.
· Integrated mobile technologies that allow you to proactively improve client service and retain clients.
· Advanced software tools that improve staff morale, productivity and efficiency.

Join us for this 60 minute CPE accredited session and you’ll be sure to take away some best practices and new ideas that can lead to both immediate and future “wins” -- not to mention ongoing success and profitability for you and your firm.
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Key Speakers
  • Dan Hood
    Daniel Hood
    Moderator Editor in Chief, Accounting Today
  • Brian F. Tankersley, CPA, CITP, CGMA
    Brian F. Tankersley, CPA, CITP, CGMA
    Associate, K2 Enterprises
  • Jessica Schulman, CPA
    Jessica Schulman, CPA
    Member/Partner, Topel Forman LLC